Among active 13F managers last quarter, 1 opened and 2 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (+243%).
14 tracked 13F filers disclose a position in IEDI as of the latest SEC 13F filings, a combined $5.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Citadel Advisors LLC | 22K | $1.2M | ▲+243% Added · +16K sh | Q2 2026 | |
| 2 | Unique Wealth Strategies, LLC | 20K | $1.1M | ▼−30% Reduced · −9K sh | Q2 2026 | |
| 3 | Susquehanna International Group, LLP | 19K | $1.0M | ▲+15% Added · +2K sh | Q1 2026 | |
| 4 | Tower Research Capital LLC (TRC) | 13K | $724K | ▲+207% Added · +9K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 13K | $709K | ▲+19% Added · +2K sh | Q1 2026 | |
| 6 | Commonwealth Retirement Investments LLC | 4K | $207K | ▼−4.8% Reduced · −191 sh | Q2 2026 | |
| 7 | Osaic Holdings, Inc. | 2K | $115K | ▼−35% Reduced · −1K sh | Q1 2026 | |
| 8 | Signaturefd, LLC | 503 | $27K | ▲New +503 sh | Q1 2026 | |
| 9 | Allworth Financial LP | 446 | $24K | ▲+0.2% Added · +1 sh | Q1 2026 | |
| 10 | SJS Investment Consulting Inc. | 61 | $3K | —Held | Q2 2026 | |
| 11 | CWM, LLC | 46 | $2K | —Held | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | 27 | $1K | —Held | Q1 2026 | |
| 13 | Morgan Stanley | 7 | $396 | ▼−97% Reduced · −200 sh | Q1 2026 | |
| 14 | Elevation Wealth Partners, LLC | 2 | $110 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in IEDI and 2 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 6 funds | $2.8B |
| Amazon.com IncAMZN | 6 funds | $2.8B |
| Apple IncAAPL | 6 funds | $2.7B |
| Microsoft CorpMSFT | 6 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.3B |
| Broadcom IncAVGO | 6 funds | $1.3B |
| Eli Lilly & CoLLY | 6 funds | $1.2B |
| BlackRock IncBLK | 6 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 6 funds | $1.0B |
| Advanced Micro DevicesAMD | 6 funds | $959.9M |
| Abbvie IncABBV | 6 funds | $854.2M |
| JPMorgan Chase & CoJPM | 6 funds | $830.8M |
Ranked by how many of IEDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IEDI.
| Class | 13F holders | Value held |
|---|---|---|
| NEARmc | 377 funds | $2.8B |
| MEARmc | 205 funds | $984.5M |
| COMTSHARES | 145 funds | $353.2M |
| IETCmc | 106 funds | $311.2M |
| LQDHINT RT HDG C B | 95 funds | $304.2M |
| HYGHmc | 95 funds | $198.6M |
| CMDYmc | 66 funds | $294.3M |
| IGBHINT RT HD LONG | 44 funds | $93.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IEDI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IEDI/capital-change-brief"
Use Arkolith's capital_change_brief for IEDI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for IEDI. Filings are public domain, sourced to SEC EDGAR.